Merging & Converting

Custom Objects

In addition to the standard objects already supported (leads, contacts, accounts, and person accounts if enabled), Cloudingo can also be configured to allow for deduping and/or importing against your custom […]

Automation Preview Report

The Automation Preview Report is designed for those needing a way to ensure master selectors and automation rules are correct before any merge or action takes place. It’s essentially a […]

Exportable Reports

There may be instances where you want to see a list of duplicate records that are being reported within a particular filter before any merge or action takes place. The […]

Manage Owner Mapping

The Manage Owner Mapping feature was designed to allow you to easily handle ownership transitions. Mapping owners can be used for any number of reasons, such as transitioning records from […]

Additional Merge and Convert Options

When viewing records side-by-side on the merge or convert grids, you have additional ways to handle records: Protect in Cloudingo: the record cannot be merged/converted or updated, but will still […]

Previewing & Testing Merge Rules

It is recommended that you take a little time in the beginning to see how your records will be handled. After you have created your merge rules, randomly view a […]

Reassign and Transfer Account Ownerships

The best way to mass update account and contact owners is directly within Salesforce. If you have the proper Salesforce privileges and access rights, use the “Transfer Accounts” link at […]

Editing Info Prior to Merging

Is it possible to edit the record information prior to merging? Scenario: You have two separate accounts for John Smith and Sally Smith and you want to merge them. But […]

Inline Editing

Do you utilize the convenience and power of inline editing? The inline editing feature can be found throughout Cloudingo – inside the merge grid, within converting tables, and in the […]

Oldest Create Date

When merging records, Salesforce always preserves the Oldest Create Date of the records that you are merging, no matter what date is displayed in the merge preview or on the […]

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